Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-22 |
| TX | RA | APPROVED | 2021-02-19 |
Branch Locations
3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 03/2012 | 02/2021 |
| Bank Of America, N.A. | Atlanta | GA | 02/2013 | 02/2021 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 02/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
Reach out to this advisor